If current trends continue, four years of college tuition, room, and board will run well into six figures at even a relatively affordable public institution.

At D.K. Brede Investment Management, we’ll work to help you meet these rising costs through a variety of options. We can also help structure your own assets to maximize opportunities for financial aid according to the formula used by the federal government.

Certain types of assets—retirement accounts, for example—are excluded from this formulation. Other assets in a child’s name may adversely affect that eligibility. We’ll work with you to help you understand all your options and how they’ll impact your ability to effectively finance college tuition in the years ahead.

Here are some of the tax-advantaged education savings plans that you can use, so your loved ones can enjoy all the benefits that a quality education provides:

This communication strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, FL, GA, HI, IL, KS, MA, MD, ME, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.